Added to YB: 2026-08-04
Pitch date: 2026-08-02
FTAI [neutral]
FTAI Aviation Ltd.
+6.58%
current return
Author Info
Company Info
FTAI Aviation Ltd. owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.
Market Cap
$21.2B
Pitch Price
$211.25
Price Target
350.00 (+55%)
Dividend
0.97%
EV/EBITDA
24.10
P/E
44.97
EV/Sales
7.81
Sector
Aerospace and Defense
Category
growth
FTAI update.
FTAI (holding update): Q2 miss sent stock -19% to $160. AP EBITDA +51% but margin compressed to 28.5%; mgmt killed 40% target, now 30% steady-state as bigger airline customers demand lower-margin full restorations. Base case ~$350 (70%+ upside) on ~$2.6b 2028 EBITDA; Power ($1.465b hyperscaler JV order) not priced in at 9-11x. Holding, not buying, would add lower.
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